z Introduction to Dynamics 365 for Customisers and Admin

Only £880 + VAT


Course Details

Title: T4D109 - Introduction to Dynamics 365 for Customisers, Administrators and Business Owners
Duration: 1 day
Price: £880 + VAT

This course:

This unique course, written by our own very experienced trainers, is a 'hands-on' introduction to using Microsoft Dynamics 365, and tuning it to your own business needs.
It is based upon over 15 years of experience in training Microsoft Dynamics 365 (previously Dynamics CRM) and covers what customers want from dynamics 365 and its uses.
It is primarily focused on sales teams and managers use of Dynamics 365 and does not cover CRM services management or scheduling functionality.

The course includes a printed manual and access to your own personalised copy of the Dynamics 365 system to use on the training course which you can continue to use for up to 50 days after the course ends.

Audience Profile

  • Individuals/teams evaluating Microsoft Dynamics 365 via the free Dynamics 365 Online trials to help them decide if Microsoft Dynamics 365 is right for their company/organisation.
  • Individuals who want to gain an insight into Dynamics 365's adaptability and functionality for specific and general business requirements.
  • Individuals new to Dynamics 365, who want a 'hands on introduction' to its capabilities and functionality.

Course Outline
Module 1: Microsoft Dynamics CRM Concepts
- Microsoft Dynamics 365 functionality
- Microsoft Dynamics 365 clients
- Microsoft Dynamics 365 records
- Application navigation

Module 2: Working with the Application
- Customer records
- Addresses
- Personal options

Module 3: Introduction to Sales Management
Lessons
- Customer Scenarios
- Basic Record Types

Module 4: Lead Management
Lessons
- Lead to Opportunity Process Form and Process Ribbon
- Convert Activity Records to Leads
- Qualifying and Disqualifying Leads
- Create, Maintain, and Use Sales Literature
- Create, Maintain, and Use Competitors
Lab: Create and Disqualify a Lead

Module 5: Working with Opportunity Records
Lessons

- Create Opportunities and Work with Opportunity Form
- Changing Opportunity Status
Lab: Managing Sales Opportunities
- Create, work with, close, and reopen Opportunity records.
- Describe the different statuses of an opportunity.
- Use the assign functionality in Microsoft Dynamics to assign opportunities to other users.
- Manage opportunities from system views.

Module 6: Sales Analysis
Lessons
- Running Built-in Reports
- Exporting Sales Information to Excel
- Working with Charts and Dashboards
- Working with System Charts from the Opportunity List
- Working with Dashboards
- Create a New Dashboard in the Workplace
- Sharing DASHBOARDS, Charts and Advanced Find Queries
Lab: Create a New Personal, Sales Dashboard
- Create an advanced find query
- Create a chart.
- Create a dashboard, and add the advanced find query and chart to it.
- Share the dashboard.

Module 7: New in Dynamics 365 Sales and Marketing!
Lessons
- Use of pre-formatted Excel templates to quickly create Excel documents directly from Dynamics 365.
- One click easy generation of documents from Dynamics 365 using role based pre-defined Word templates.
- SMS marketing including inbound and outbound campaigns.
- Next generation Cortana integration for sales teams.
- Interactive generation of HTML in emails.
- New Dynamics 365 app for Outlook included expand support to include Firefox, Safari for Mac and Outlook for Mac.

Module 8: Introduction to customising/configuring Dynamics 365
Lessons
- Introduction to Customisation and Configuration
- Simplifying the user interface
- Using modified forms
- Using advance find
- Using modify views
- Using workflows
- Tailoring dashboards

Module 9: Other useful advice for those new to Dynamics 365
Lessons
- Removing trial data
- How to install and configure the Dynamics 365 Outlook client
- Using Dynamics 365 with Microsoft office including Outlook, Word and Excel
- Making best use of the free Microsoft Dynamics 365 support teams
- Reporting a support case
- How to find help Online including: How to use Dynamics 365 help system, How to make best use of Dynamics 365 forums
- Obtaining more help including: Training courses, One to one Mentoring, Consultancy and External development by partners.
- Extending your own empowerment by making best use of other components of the Dynamics 365 and office 365 stacks.

Before attending this course, students must have:
• General knowledge of Microsoft Windows.
• General knowledge of Microsoft Office.
• An understanding of Customer Relationship Management solution processes and practices.